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SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
126
Focused Wealth Management
New York
$1.99M +$1.71M +96,438 +394%
BDF
127
Black Diamond Financial
Maryland
$1.99M +$1.84M +103,740 New
WP
128
WealthSource Partners
California
$1.98M -$505K -28,533 -19%
NFG
129
Noven Financial Group
Colorado
$1.94M +$2.09M +118,101 New
FFA
130
First Foundation Advisors
California
$1.92M +$2.07M +116,877 New
RRC
131
Relaxing Retirement Coach
Massachusetts
$1.83M -$396K -22,383 -17%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$1.83M +$1.98M +111,720 New
PWMG
133
Prestige Wealth Management Group
New Jersey
$1.83M +$1.97M +111,267 New
BCWM
134
Bartlett & Co Wealth Management
Ohio
$1.7M +$53.6K +3,027 +3%
BC
135
Bartlett & Co
Ohio
$1.7M +$53.6K +3,027 +3%
EGWAG
136
Elwood & Goetz Wealth Advisory Group
Georgia
$1.69M +$1.82M +102,939 New
GHA
137
GW Henssler & Associates
Georgia
$1.67M +$225K +12,693 +14%
WA
138
WESPAC Advisors
California
$1.65M +$1.78M +100,332 New
DP
139
DDD Partners
Washington
$1.64M +$64.3K +3,636 +4%
KWM
140
Kingsview Wealth Management
Oregon
$1.58M +$105K +5,961 +7%
V
141
Veritable
Delaware
$1.58M +$1.7M +96,039 New
BP
142
BBR Partners
New York
$1.56M -$351K -19,833 -17%
MWA
143
MFA Wealth Advisors
Pennsylvania
$1.56M -$4.03K -228 -0.2%
BWP
144
Bernardo Wealth Planning
Pennsylvania
$1.55M +$1.67M +94,422 New
AA
145
Apriem Advisors
California
$1.52M +$28.5K +1,611 +2%
LWAC
146
Laurel Wealth Advisors (California)
California
$1.51M +$955K +54,006 +143%
AOWM
147
Alpha Omega Wealth Management
Virginia
$1.47M +$1.58M +89,253 New
AF
148
Advisornet Financial
Minnesota
$1.46M -$530K -29,931 -25%
AWS
149
AJ Wealth Strategies
New York
$1.45M +$257K +14,547 +20%
CIAS
150
Capital Investment Advisory Services
North Carolina
$1.42M +$123K +6,966 +9%
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